GPU Supply Agreements
Definition
GPU supply agreements are contracts governing the purchase, allocation, delivery, financing, or hosting of AI accelerators used in training and inference infrastructure.
Why it matters
AI infrastructure economics can depend on whether a provider actually controls the GPUs it markets. Delivery timing, title, warranties, export restrictions, and financing liens all affect investor risk.
Technical details
Terms to inspect
Confirm buyer, seller, model type, quantity, delivery schedule, title transfer, warranty coverage, cancellation rights, and substitution rights.
Check whether the GPUs are owned, leased, financed, pledged as collateral, or merely reserved through a reseller.
Look for restrictions on resale, export, redeployment, and use by sanctioned or sensitive end customers.
Investment relevance
A provider with signed customer contracts but uncertain GPU delivery has different risk than a provider with installed hardware, power, network, cooling, and customer utilization already in place.